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I have a Regex validation expression to validate phone numbers.  2 questions: 1.  Can I add the substitution code to format the results? For example Phone number validation ^\\(?([0-9]{3})\\)?[-.●]?([0-9]{3})[-.●]?([0-9]{4})$ want to add replace ($1) $2-$3 to format the validated numbers. 2.  Would the field be text or number?

Hello,I have a bulk send template that has worked multiple times, but today, the documents sent didn’t add the imported data to the fields, so a bunch of recipients received blank documents. I double-checked the recipient list, and there is data with no flagged errors.  I was able to send a different template earlier today without an issue, so I'm not sure if it's just a fluke? Thanks!

ID # ********* Refund Request - I should not be charged $769.05 for a Freemium Account  please refund immediately. A credit card dispute will be the next step to resolve.  Why is there no other way to request a refund in-app or creating a ticket.   Why is this the only avenue to connect with support?   

Hi, I have the following problem. Can documents be sent encrypted in DocuSign so that someone with read permission in Outlook cannot see/read these documents? The access code only prevents this in the first step, but once everyone has signed, the documents are sent to all participants and the person with read permission in Outlook can view the documents.BGPhilip 

Apologies--I’m a newbie to DocuSign! I was introduced to the platform as Salesforce Admin when DocuSign was added to my responsibilities after a colleague departed the organization. Of course! My company already has a workflow that kicks off during document generation and tasks are generated. And the Tasks have various Statuses, including "Awaiting Billing Start Date." I received a business requirement to trigger an email to the User that completed Document Generation when the following criteria is met:Task Status equals "Awaiting Billing Start Date" AND Days Since Status set to "Awaiting Billing Start Date" equals 30 (Days Since Status is not a current field or variable) AND Trigger an email to SumbittedBy.Email every 30 days that the Task Status is still "Awaiting Billing Start Date"

I am trying to void an envelope using the DocuSign REST API. I used the API Explorer provided in the DocuSign Developer Portal.Here is what I did:✅ API endpoint:PUT /v2.1/accounts/{accountId}/envelopes/{envelopeId}✅ Request body I used (in API Explorer):{ "status": "voided", "voidedReason": "No longer needed" } ✅ The response I get back:{ "envelopeId": "e811fcff-e313-4234-a755-09d394729536" } Notice — there is no "status": "voided" returned in the response.✅ When I run GET /envelopes/{envelopeId} afterwards, the envelope still shows status "sent" (not "voided").✅ I can still access the signing link and sign the envelope.What I have tried: Confirmed that I used the correct accountId and envelopeId Using API Explorer, so OAuth and headers are handled Provided valid voidedReason and "status": "voided" in body Tried multiple times — same result Question: Why is my envelope not being voided even though I am calling the correct endpoint? Is this an issue with API Explorer or somethin

Does anyone know if the folder security that is set up during the workflow configuration follows the folder when you move it?  I don’t think it does but would like to have it do so.  Is there a way to keep the security settings on a folder no matter where it is moved?Thanks.

I’m reaching out to ask if it’s possible to merge two DocuSign accounts. Our brokerage recently set up a new account using a different email address, as the original account (associated with Gmail) is no longer allowing us to access Rooms.Is there a way to transfer all documents from the old Gmail account to the new one? Also, what steps can I take to regain access to the original account?Thank you for your help!

I hope everyone is doing well.In the below doc gen form, I have mandatory and option signatories. Optional signatories will only update initials when applicable, however mandatory signatories have signatures, dates etc. I have put the optional signatories as 1st and 2nd in signing order as they will review before the actual signatories sign, however when optional reviewers are not applicable, they are replaced by mandatory signatories in the signing order. As a result, mandatory signatories are only able to update initials. Please advise how can I avoid this. Screenshots below from doc gen, workflow Send for Signature step and template. 

My employer utilizes Docusign and I have recently become an administrator to the account. The previous administrator quit her job suddenly and left a lot of issues unaddressed. I removed various ex-employee users from our account, added new users, and updated our auto-pay payment information. When our subscription renewal via auto-pay went through, I downloaded the invoice for our records. I found that the invoice lists two people as contacts -- both these people are ex-employees. I cannot find any information as to how to correct this situation -- delete these two names and put in new names. My employer is a non-profit and gets audited on a recurring basis, so I need to correct this mistake. Thank you for any and all assistance.     

Hi all,I cancelled my docusign subscription in December and it confirmed the cancellation on the Website (see screenshot), but it keeps charging me every month. Can’t open a support ticket and all emails remain unanswered. What should I do to cancel my subscription?Thanks,Felix 

Good Day,Has anyone had success with using the new eSignature Agreement Template Builder (ATB) with the already saved document custom fields?In the past with the previous version of creating a template, I can easily access shared document custom fields in my account on the left panel.In the new ATB, I no longer can find the document custom fields with the new UI.I also searched support articles and documentations and haven’t been able to locate any guide on this.Help!Thank you

Which recipient types receive reminder emails?  Do Carbon Copy recipients who are added at the beginning of the signing order receive the reminders? Is there any difference between envelopes sent through the UI and envelopes sent through the API regarding the reminders? Thanks.

Is there a way to change the color of the signature box/button? Like on the attached file, the color is Royal blue but I would like to change the color to something else. Is this possible? 

I am having the worst experience getting support to help me with an urgent matter for ID verification. In my experience the support team is non existent. I have sent multiple messages and waiting for a call back since yesterday. If anyone can provide any tips to get support help, that would be much appreciated.

I purchased a membership with TECH SOUP and now my account is locked due to an account balance cant request customer support because of the balance and now I am stuck in a never ending loop any advice 

I have 1 user that continues to get the message below. He’s stated if he keeps trying it will eventually let him sign. Anyone know why this is happening and how to fix it? There was an unexpected faultOur system was unable to complete your signature Thanks

Hi, I’ve received a document to sign and realized I have made a typo in the signature after clicking the “adopt and sign button”. However, I realized I could not edit the signature even though I haven’t submit it.May I know is it possible to edit the signature again?Thank you.

Hi Everyone! Does anyone know if there is a way to “pull back” a workflow to the previous step once it has been started? Not using Salesforce.  Thanks!

Hello everyoneI hope you are wellI work with CLM and develop workflow for our clients. A lot of them say that they want an attachment field in the docgen form, and I have used it so far. The problem is:- When using an eForms, its always easy to find an attachment using the step Find Attachments, but with the docgen form, this step doesn't seem to work.In the related documents field when you open the document generated, there are no attachs.Does anyone know why? What can I do to automatically attach the documents?Thanks

Is there a way to view a historic DocuSign document as it was presented presented to you, rather than the completed version? 

I received a document to sign, when I click on review, i get asked to “Activate Account”. When i try to activate, i get this error= If I just terminate my account, and then click on “Review Document”, I still get exactly the same error.Thanks for any help!

I signed up for DocuSign and after a day of using, received an email from DocuSign stating that I had violated their Terms and Conditions. I had merely sent a file for signature.  4 days later I was not able to use DocuSign and called Sales.  The sales rep told me my account had been closed, and my credit card would be refunded.  He said I had to sign up again and provided a promo code, which was a nice gesture.  Well, my credit card statement came in and there are 2 charges, 6 days apart. How do I speak to someone or email a live person for response?  So far, this has not been a great intro to DocuSign :(

I have tried clearing out my entire history and cache on multiple browsers and devices.  I have reset my password 4 times.  I have tried to call the support (which apparently can’t even help with login issues) and can’t get a person.  How are we supposed to access documents if we can’t login and have no way to obtain support from Docusign?

Hi Docusign community, The company I work for has a Docusign organization with a couple of accounts linked to it. I would like to know if I could share a template among different accounts in this same organization, so I do not need to have the same template in different accounts. Thanks in advance